Unclaimed
Kristine Elizabeth Reed is a financial advisor with Raymond James & Associates, Inc. in St. Petersburg, Florida. Kristine has been in the financial services industry since 2008 and has a broad range of experience. Kristine has held various positions at different firms over the years, including Raymond James Financial Services, Inc. and Associated Investment Services, Inc. She has also passed several industry exams, including the Series 6, Series 7, Series 24, Series 63, and Series 65. Kristine is licensed to provide investment advice in the state of Florida.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/07/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
07/08/2015 - 12/31/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
IL
08/02/2010 - 06/29/2015
RAYMOND JAMES & ASSOCIATES, INC. (LOVES PARK IL)
IL
08/01/2008 - 07/27/2010
ASSOCIATED INVESTMENT SERVICES, INC. (ROCKFORD IL)
IA
Issued 12/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2015
Series 4 - Registered Options Principal Examination
BC
Issued 05/01/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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